Amanda Ross

VP of Tax Preparation

Tax Preparation

Accountant

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Vinny Merino

VP of Estate Planning

Wills & Trusts

Attorney at Law

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Kevin Fuqua

Director

Retirement Income Specialist

Financial Professional

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Chris Miller

Director

High Net Worth Tax

Financial Professional

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Dan Neglia

Director

Healthcare

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Bernie Olszeski

Director

Medicare

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George Danusis

Associate

Certified Financial Coach

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Natalie Jordan

Associate

Insurance Specialist

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Tatum Rutherford

Associate Representative

Public Relations

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Zack Witterman

Associate Representative

Research

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